What we configure
Inside Zoho Analytics, we set up
Data sources
Zoho CRM, Books, Desk and People, plus SQL databases, Google Sheets and cloud storage.
Data model
Query tables and agreed metric definitions, with currency conversion and fiscal calendars.
Dashboards
Sales, finance and service dashboards with drill-down and user-level filters.
Distribution
Scheduled email reports, embedded dashboards and row-level access.
Straight answer
Is Zoho Analytics the right fit?
If most of your data lives outside Zoho, or you already use Power BI, Zoho Analytics may not be the right tool. We’ll recommend based on your sources and users.
FAQ
Zoho Analytics questions
Can Zoho Analytics combine CRM and accounting data?
Yes. Zoho CRM and Books sync natively, and we join them on accounts so you can report on revenue, margin and pipeline together.
Can it connect to non-Zoho systems?
Yes, through built-in connectors for databases, spreadsheets and many SaaS apps, or through our own data pipelines.
Who can see which data?
Dashboards can be shared with row-level filters, so each manager sees only their region or team.
Same platform
Other Zoho apps we implement
Next step
Planning a Zoho Analytics project?
Tell us what you run today and where it breaks. You get a fixed-scope quote afterwards. We don’t publish rates, because the honest price depends on scope.
Enquire
Talk to us about Zoho Analytics dashboards & reporting.
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